HDIM

Hanson & Doremus Investment Management Portfolio holdings

AUM $794M
1-Year Est. Return 17.37%
This Quarter Est. Return
1 Year Est. Return
+17.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
477
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$1.51M
3
+$1.1M
4
DGS icon
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
+$990K
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$277K
2
+$257K
3
+$244K
4
AMKR icon
Amkor Technology
AMKR
+$228K
5
POT
Potash Corp Of Saskatchewan
POT
+$206K

Sector Composition

1 Technology 16.28%
2 Healthcare 9.95%
3 Financials 9.82%
4 Industrials 9.51%
5 Communication Services 7.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 0.96%
91,427
+5,282
27
$2.18M 0.94%
24,170
+214
28
$2.15M 0.93%
39,554
-1,683
29
$2.14M 0.92%
32,506
-15
30
$1.89M 0.81%
32,267
31
$1.84M 0.79%
103,784
+4,224
32
$1.79M 0.77%
59,447
+475
33
$1.77M 0.77%
20,532
-1,063
34
$1.73M 0.75%
17,875
-100
35
$1.64M 0.71%
75,712
-2,000
36
$1.64M 0.71%
44,981
+2,908
37
$1.62M 0.7%
28,906
-330
38
$1.6M 0.69%
28,659
+526
39
$1.59M 0.69%
69,083
-959
40
$1.57M 0.68%
40,800
-740
41
$1.55M 0.67%
146,778
-21,605
42
$1.53M 0.66%
30,172
43
$1.45M 0.62%
7,961
+960
44
$1.44M 0.62%
12,528
-155
45
$1.43M 0.62%
39,373
+7,545
46
$1.4M 0.6%
16,684
-105
47
$1.39M 0.6%
16,554
+20
48
$1.38M 0.6%
14,886
-315
49
$1.3M 0.56%
8,135
-85
50
$1.3M 0.56%
22,630
-785
1
2
3 4 5